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SteeleMetrics                Lexington, Kentucky859-229-4238     859-268-8169   doug@steelemetrics.com
The Service … Management assistance in identifying, tailoring, quantifying, and monitoring key financial performance metri...
The Service …   “Accounting … the   language of business”                       ©dksteele
Your Accounting Audience …   1.   Your shareholders   2.   Your management team   3.   Your bank   4.   Your key vendors  ...
The Fundamentals …• Establish Sound Goals & Objectives• Measure Performance vs. Goals &    Objectives•   Evaluate Marketin...
Financial Variables …  •   Profitability  •   Liquidity  •   Activity  •   Leverage  •   Industry Metrics  •   Staff Perfo...
Profitability …• Sales Growth Trend   •   Return on Sales• Gross Profit Trend   •   Return on Assets• Gross Margin Trend  ...
Liquidity …   •   Working Capital   •   Current Ratio   •   Quick Ratio   •   Cash Flow                         ©dksteele
Financial Activity …    •   Asset Turnover    •   Inventory Turnover    •   Average Carry Period    •   Receivable Turnove...
Financial Leverage …   •   Total Leverage   •   Funded Leverage   •   Leverage Less Real Estate   •   Fixed to Worth      ...
Benefits …• Awareness of financial characteristics, strengths    & weaknesses•   Heading off problems & surprises•   Creat...
Doug’s Background …• Bellarmine honor grad in business & economics• FNB Louisville. Citibank, J. Walter Thompson• CEO priv...
SteeleMetrics                    Lexington, Kentucky                    Douglas K. Steele               “measuring $$$ per...
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SteeleMetrics

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Introduction to SteelMetrics.

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SteeleMetrics

  1. 1. SteeleMetrics Lexington, Kentucky859-229-4238 859-268-8169 doug@steelemetrics.com
  2. 2. The Service … Management assistance in identifying, tailoring, quantifying, and monitoring key financial performance metrics for your company and key employees on a monthly or quarterly basis. ©dksteele
  3. 3. The Service … “Accounting … the language of business” ©dksteele
  4. 4. Your Accounting Audience … 1. Your shareholders 2. Your management team 3. Your bank 4. Your key vendors 5. Your employees 6. Your strategic partners ©dksteele
  5. 5. The Fundamentals …• Establish Sound Goals & Objectives• Measure Performance vs. Goals & Objectives• Evaluate Marketing• Define Markets & Measure Share• Key Manager Performance• Financial Projections ©dksteele
  6. 6. Financial Variables … • Profitability • Liquidity • Activity • Leverage • Industry Metrics • Staff Performance ©dksteele
  7. 7. Profitability …• Sales Growth Trend • Return on Sales• Gross Profit Trend • Return on Assets• Gross Margin Trend • Return on Investment• Operating Expense • Return on Equity Trend• Operating Margin • Turn & Earn Analysis• Net Income Trend• Peer Comparisons ©dksteele
  8. 8. Liquidity … • Working Capital • Current Ratio • Quick Ratio • Cash Flow ©dksteele
  9. 9. Financial Activity … • Asset Turnover • Inventory Turnover • Average Carry Period • Receivable Turnover • Average Collection Period • Trading Cycle • Trading Assets to Sales ©dksteele
  10. 10. Financial Leverage … • Total Leverage • Funded Leverage • Leverage Less Real Estate • Fixed to Worth ©dksteele
  11. 11. Benefits …• Awareness of financial characteristics, strengths & weaknesses• Heading off problems & surprises• Create performance objectives for key managers• Managers become more comfortable & confident with financial matters.• Improve relationships with bankers, vendors and strategic partners ©dksteele
  12. 12. Doug’s Background …• Bellarmine honor grad in business & economics• FNB Louisville. Citibank, J. Walter Thompson• CEO private 3 state distributor - $27M peak sales• Director private 11 state manufacturer - $31M peak sales• Seminar : “Finance 101” – Commerce Lexington• Seminar: “Basic Finance for the Non-Financial Entrepreneur” – UK Gatton School• Financial Analyst, UK Lexington ICC• Chairman Commerce Lexington (1996) ©dksteele
  13. 13. SteeleMetrics Lexington, Kentucky Douglas K. Steele “measuring $$$ performance”859-229-4238 859-268-8169 doug@steelemetrics.com

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